Hi there! I’m Jamie, and I’ve been navigating the twists and turns of the financial industry. Over the years, I’ve seen the pitfalls in service provided and heard the frustrations of people stuck with less-than-stellar managers. Fueled by a desire to shake things up, I set out on a mission to redefine what financial planning should be.
My commitment is simple: transparent, honest advice, tailored to you. Having experienced the industry’s shortcomings, I understand the importance of genuine service. That’s why I take the time to ensure you’re not just informed but confident in every decision.
My wealth management services provide personalized portfolio management, retirement planning, estate planning, alternative assets and more.
My approach is tailored to your unique financial situation, risk tolerance, and goals, and I utilize the expertise of the team and I to maximize your returns and minimize risk.
Reclaim your finances with our recovery service. If you’ve faced disappointing experiences with past financial managers, poor communication and non-existent service – I’m here to help.
Whiteknight and I are dedicated to providing you with transparent communication, a strategic recovery plan and regular reviews to restore your financial confidence.
My holistic approach provides you with a complete view of your financial situation and offer advice on how to
optimize your financial health. We analyze your assets, liabilities, taxes, and insurance to provide an all-encompassing
view of your financial well-being. We provide unbiased advice to address your concerns and help you make informed decisions.
Transparency, Trust and communication
Empowering your financial future
Transparency is the cornerstone of our clients relationships. I believe in fostering trust through open communication providing you with a clear understanding of your investments and the rationale behind the recommendations.
My mission is to provide you with the knowledge, tools, and personalized advice you need to achieve your financial
goals. I believe in empowering our clients, not just managing their wealth. I strive to deliver exceptional service and
tailored solutions that put you on the path to long-term financial success.